Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Slocum Orthopedics, P.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Slocum Orthopedics, P.C. under EIN 93-0603212 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $67,489,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Slocum Orthopedics, P.C.
- EIN
- 93-0603212
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $67,489,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20241010124818NAL0040065202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,489,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,489,818
- Net assets (BOY)
- $58,854,052
Income & contributions
- Employer contributions
- $2,504,456
- Participant contributions
- $1,924,403
- Total contributions
- $4,618,442
- Total income / additions
- $13,176,287
Expenses & distributions
- Benefits paid
- $4,423,502
- Administrative expenses
- $117,019
- Total expenses
- $4,540,521
- Net increase / (decrease)
- $8,635,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rvk, Inc. | INVESTMENT ADVISOR | $40,894 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $29,993 | not reported in the loaded dataset | 2023 |
| Nwps | RECORDKEEPER | $27,079 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAL | $18,442 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Slocum Orthopedics, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Rvk, Inc. — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Nwps — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation